USVM:NSD-VictoryShares US Small Mid Cap Value Momentum ETF (USD)

ETF | Small Blend |

Last Closing

USD 85.01

Change

0.00 (0.00)%

Market Cap

USD 0.30B

Volume

3.60K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
VTWO Vanguard Russell 2000 Index Fu..

+0.92 (+1.02%)

USD 13.09B
PRFZ Invesco FTSE RAFI US 1500 Smal..

+0.33 (+0.78%)

USD 2.74B
FYX First Trust Small Cap Core Alp..

+1.01 (+0.98%)

USD 1.02B
PSC Principal U.S. Small-Cap Multi..

+0.45 (+0.86%)

USD 0.74B
DGRS WisdomTree U.S. SmallCap Quali..

+0.19 (+0.37%)

USD 0.47B
CSF VictoryShares US Discovery Enh..

+0.15 (+0.27%)

USD 0.05B
CSA VictoryShares US Small Cap Vol..

+0.32 (+0.43%)

USD 0.04B
SQLV Royce Quant Small-Cap Quality ..

+0.50 (+1.18%)

USD 0.03B
RNSC First Trust Small Cap US Equit..

N/A

USD 0.03B

ETFs Containing USVM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.55% 100% F 70% C-
Dividend Return 1.63% 90% A- 31% F
Total Return 17.18% 100% F 70% C-
Trailing 12 Months  
Capital Gain 14.25% 100% F 70% C-
Dividend Return 1.61% 90% A- 30% F
Total Return 15.86% 100% F 69% C-
Trailing 5 Years  
Capital Gain 56.51% 80% B- 77% C+
Dividend Return 8.73% 70% C- 29% F
Total Return 65.24% 90% A- 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 15.83% 60% D- 69% C-
Dividend Return 17.02% 60% D- 69% C-
Total Return 1.19% 50% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 24.78% 90% A- 70% C-
Risk Adjusted Return 68.67% 100% F 87% B+
Market Capitalization 0.30B 50% F 54% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.